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Stock版 - Biotech -- revisit HZNP and AMRN
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1 (共1页)
g****e
发帖数: 1426
1
Don't be panic. We are not day traders, time is on our side.
We should do complete DD before buy and understand the risk/reward. We
should know what we expect, meanwhile know how to stop loss in case of bad.
Like HZNP, It was suggested big sell off when it was at about $7 due to the
dilution. Should we buy now? My opinion is yes, try to buy at mid/upper 4
and hold for Eu approval news any time in 2H 2012.
For AMRN sell off after insider selling is a great time to load up. Buy and
hold. The stock is undervalued considering billion market potential,
upcoming patent/NCE news and buyout speculation are
Good short term catalysts for its share price appreciation.
Wait and see!!!
PS: long on AMRN, plan to buy HZNP @4.5 and then long.
x**********0
发帖数: 42
2
very good point, but for HZNP, it is better to wait after its ER on 8/10.

.
the
and

【在 g****e 的大作中提到】
: Don't be panic. We are not day traders, time is on our side.
: We should do complete DD before buy and understand the risk/reward. We
: should know what we expect, meanwhile know how to stop loss in case of bad.
: Like HZNP, It was suggested big sell off when it was at about $7 due to the
: dilution. Should we buy now? My opinion is yes, try to buy at mid/upper 4
: and hold for Eu approval news any time in 2H 2012.
: For AMRN sell off after insider selling is a great time to load up. Buy and
: hold. The stock is undervalued considering billion market potential,
: upcoming patent/NCE news and buyout speculation are
: Good short term catalysts for its share price appreciation.

g****e
发帖数: 1426
3
Those companies don't have good earning. Their values are going forward in
the future. ER is a good timepoint to see their cash position. I don't think
there will be any good news before or on ER for HZNP, wait for a good
entrance after ER would be a good idea.
BTW, DCTH will announce Earning soon, people are expecting NDA submission
news on/before earning. I think it is also good time to load it.
1 (共1页)
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